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Grassi Investment Management, LLC

CRD 108690SEC# 801-57556Santa Clara, CA
Export (members)
No longer SEC-registered. Grassi Investment Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.36B
Employees
5
Accounts
408
Location
Santa Clara, CA

Grassi Investment Management, LLC assets under management

Grassi Investment Management, LLC operates as an SEC-registered investment adviser based in Santa Clara, CA. It reports $1.4 billion in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Grassi Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Peter Edward Grassi ControlChief Compliance OfficerOver 75%2024
Peter Edward Grassi ControlManaging MemberOver 75%2000

Frequently asked questions

How much does Grassi Investment Management, LLC manage?

Grassi Investment Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Grassi Investment Management, LLC have?

Grassi Investment Management, LLC reports 5 employees.

Where is Grassi Investment Management, LLC located?

Grassi Investment Management, LLC is based in Santa Clara, CA.

Does Grassi Investment Management, LLC disclose fund performance?

Grassi Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2350 Mission College Blvd., Suite 190, Santa Clara, CA 95054
Office hours6:30 a.m. To 4:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.32B
Non-discretionary$42.6M
Total (RAUM)$1.36B